Wills

Donate life insurance, save tax Fallback Image Decorative pattern

Estate Planning

Donate life insurance, save tax

Fewer Canadians are donating to charity. Statistics Canada reports donations fell nearly 2% to $8.3 billion in 2012. What’s worse, the number of people giving slipped 1.4% to 5.6 million.

By David Wm. Brown |May 9, 2014

3 min read

Donate life insurance, save tax Fallback Image Decorative pattern

Estate Planning

Donate life insurance, save tax

Save tax by donating life insurance with this new CRA rule.

May 2, 2014

2 min read

Advisors could be clients’ executors, says IIROC Fallback Image Decorative pattern

Industry

Advisors could be clients’ executors, says IIROC

IIROC proposes amendments to rules relating to personal financial dealings with clients.

By Staff |April 25, 2014

1 min read

Are clients overlooking power of attorney? Fallback Image Decorative pattern

Economic Indicators

Are clients overlooking power of attorney?

Half of Canadians have a will, while a third have a power of attorney for property and 8% of those surveyed by Scotiabank say they don’t know what POA is.

By Staff |April 4, 2014

2 min read